+131.7%
EXP vs VOO
+309.9%
-178.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -2.1% |
| 7D | +1.3% | -2.7% | +4.0% | +4.8% |
| 30D | +11.1% | -5.4% | +16.4% | +18.8% |
| 3M | -11.9% | -4.1% | -7.8% | -7.3% |
| 6M | -14.1% | +0.7% | -14.8% | -15.3% |
| YTD | -9.6% | +8.7% | -18.4% | -19.1% |
| 1Y | -9.0% | +11.0% | -20.0% | -20.7% |
| 3Y | +14.4% | +75.5% | -61.1% | -44.6% |
| 5Y | +23.0% | +68.4% | -45.4% | -36.5% |
| All | +131.7% | +309.9% | -178.3% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling